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Name Holding Trade Value Shares
Change
Change in
Stake
EFA
851
Edge Financial Advisors
Illinois
$389K +$3.05K +17 +0.7%
OWA
852
Outlook Wealth Advisors
Texas
$389K +$75.1K +419 +22%
NIM
853
Northeast Investment Management
Massachusetts
$388K – – –
MAS
854
Meeder Advisory Services
Ohio
$382K -$74.2K -414 -15%
SP
855
Stablepoint Partners
Massachusetts
$381K -$35.9K -200 -8%
Global Retirement Partners
856
Global Retirement Partners
California
$379K +$19.2K +107 +5%
Choreo LLC
857
Choreo LLC
Illinois
$379K -$208K -1,162 -34%
CAM
858
CenterStar Asset Management
Illinois
$378K +$401K +2,234 New
Sigma Planning Corp
859
Sigma Planning Corp
Michigan
$378K +$73.9K +412 +23%
Associated Banc-Corp
860
Associated Banc-Corp
Wisconsin
$377K – – –
VWM
861
Valley Wealth Managers
New Jersey
$376K +$21.2K +118 +6%
TPW
862
Talon Private Wealth
Florida
$375K +$397K +2,213 New
KLCM
863
KG&L Capital Management
Louisiana
$373K -$60.8K -339 -13%
DSC
864
Duncker Streett & Co
Missouri
$371K -$17.9K -100 -4%
MSA
865
MUFG Securities Americas
New York
$369K +$391K +2,181 New
BFG
866
Beacon Financial Group
Texas
$367K +$389K +2,167 New
ABN AMRO Investment Solutions
867
ABN AMRO Investment Solutions
$367K -$124K -693 -24%
IA
868
Insight Advisors
Pennsylvania
$365K -$6.28K -35 -2%
SAW
869
Signal Advisors Wealth
Michigan
$364K +$65.1K +363 +20%
Foster Group
870
Foster Group
Iowa
$363K -$179 -1 -0%
AIC
871
Aurora Investment Counsel
Georgia
$361K -$6.63K -37 -2%
NG
872
Northstar Group
New York
$361K -$19.2K -107 -5%
EFS
873
Econ Financial Services
Pennsylvania
$359K +$93.1K +519 +32%
CHAM
874
Clear Harbor Asset Management
Connecticut
$358K +$68.9K +384 +22%
TSWM
875
Tyler-Stone Wealth Management
Ohio
$358K +$90.4K +504 +31%